White Cup

What is White Cup

White Cup is a specialized software platform that provides Customer Relationship Management (CRM) and Business Intelligence (BI) solutions specifically designed for the distribution industry. Its core purpose is to help distributors increase revenue by turning their existing data into actionable insights. The platform integrates directly with a distributor's Enterprise Resource Planning (ERP) system, making sales, customer, and product data accessible and easy to understand. This allows sales teams to identify growth opportunities, manage customer relationships more effectively, and make data-driven decisions. The company focuses on serving a niche market, understanding the unique challenges distributors face. White Cup is headquartered in Garden City, Idaho, and serves over 850 customers.

White Cup Features

White Cup offers a suite of features tailored to the needs of distribution businesses:

• Distributor-Focused CRM: The CRM is built from the ground up for distributors. It includes tools for sending automated lead notifications to sales reps, creating automated workflows to act on insights, and using templates for consistent communication. It also has seamless sales forecasting tools to set and measure goals.
• Business Intelligence (BI): The BI module transforms complex ERP and sales data into easy-to-read dashboards. Users can generate customer scorecards in seconds, analyze purchasing trends to find upsell and cross-sell opportunities, and use pre-built vendor scorecards to improve supplier relationships.
• Deep ERP Integration: White Cup is designed to connect with leading distribution ERPs, such as Epicor P-21 and Eclipse. It can also integrate with any other ERP or data source, ensuring a single source of truth for the sales team.
• Artificial Intelligence (AI) Features: The platform includes AI tools built for distributors. These features help surface the 'Next Best Actions' for sales reps, use 'AI Field Notes' for on-the-go updates, track inventory opportunities with 'StockSense', and suggest 'Top Related Products' to increase order value.
• Automated Workflows and Reporting: Users can create automated processes for tasks like lead follow-ups and marketing campaigns. The reporting tools allow managers to quickly pull data and review performance without complex manual processes.

White Cup Pricing Plans

White Cup uses a customized pricing model based on the specific needs, size, and complexity of the distribution business. They do not offer public pricing tiers. To get a price, prospective customers must contact the White Cup sales team for a consultation and a custom quote.

Typically, the pricing structure would consider factors such as:

• Number of users: The total number of sales reps, managers, and other staff who will need access.
• Required features: Access to basic CRM versus advanced BI and AI capabilities.
• Integration complexity: The specific ERP system and any other data sources that need to be connected.

This approach ensures that distributors only pay for the functionality they require.

White Cup Free Plan

White Cup does not offer a free plan or a standard free trial. Instead, they provide opportunities for potential customers to see the software in action before making a purchase. Interested businesses can schedule a personalized demo with the sales team to see how the platform can address their specific challenges. Additionally, White Cup hosts a Live Open Demo on the last Thursday of every month, which includes a walkthrough of real workflows and an interactive Q&A session.

How to use White Cup

Getting started with White Cup involves a collaborative process to ensure it fits your business operations.

1. Schedule a Demo: The first step is to contact White Cup for a demonstration to understand its capabilities.
2. Integrate Your ERP: Once you decide to proceed, the White Cup team will work with you to integrate the platform with your existing ERP system and other data sources.
3. Configure Dashboards: Set up your BI dashboards to track key performance indicators (KPIs) that matter most to your business, such as total sales, top customers, product line performance, and profit margins.
4. Train Your Team: Onboard your sales and management teams, teaching them how to use the CRM to manage contacts, track activities, and access customer data.
5. Analyze Trends: Use the BI tools to analyze customer buying patterns and identify opportunities for growth. For example, find customers who have stopped buying a certain product or identify products that are frequently purchased together.
6. Automate Processes: Set up automated workflows for lead assignments, follow-up reminders, and marketing campaigns to improve efficiency and ensure no opportunity is missed.

Pros and Cons of White Cup

Pros:

• Industry-Specific: The software is built exclusively for distributors, so its features directly address their unique needs.
• Powerful Integration: Seamlessly connects with major ERPs, providing a unified view of business data.
• Combined CRM and BI: Offers both customer management and data analytics in one platform, eliminating the need for separate tools.
• Actionable Insights: The AI and BI features help sales teams quickly identify concrete opportunities to increase revenue.
• Positive User Feedback: Customers praise its ease of use and its ability to simplify complex data analysis.

Cons:

• Niche Focus: Its specialization in distribution means it is not suitable for businesses in other industries.
• No Transparent Pricing: The need to contact sales for a quote can be a barrier for businesses looking for quick price comparisons.
• No Free Trial: You cannot test the software independently without engaging with the sales team in a demo.

White Cup integrations

White Cup's primary strength is its deep integration with Enterprise Resource Planning (ERP) systems. This allows it to pull critical business data into its CRM and BI tools. Key integrations include:

• Epicor P-21 and Eclipse: Pre-built, seamless integrations for users of these popular distribution ERPs.
• Other ERPs: The platform is designed to be flexible and can integrate with any ERP system or custom data source to centralize information.
• Ecommerce Platforms: It can connect with ecommerce data to provide a complete view of customer purchasing behavior across all channels.

While specific third-party app integrations are not listed, a platform of this nature typically integrates with standard business tools like Microsoft Outlook or Gmail for email syncing.

White Cup Alternatives

• Salesforce Sales Cloud: A highly popular and customizable CRM. It is a general-purpose tool that can be adapted for distribution but may require significant customization and can be more expensive than specialized solutions.
• NetSuite CRM: A good alternative for companies already using or considering the Oracle NetSuite ERP. It offers strong integration within its own ecosystem but may be less focused on the specific workflows of independent distributors.
• Zoho CRM: A flexible and cost-effective CRM platform. It is highly customizable and can be configured for the distribution industry, but lacks the pre-built, distributor-specific BI dashboards that White Cup offers out of the box.
• Epicor CRM: For businesses already using an Epicor ERP, their native CRM is a natural choice. However, White Cup positions itself as a more powerful BI and analytics tool compared to standard ERP add-ons.

White Cup API

Yes, White Cup provides a developer API to allow for custom integrations and data exchange with other business systems. This is essential for large distributors who may have custom-built applications or need to connect White Cup to other specialized software.

To access the API, you typically need to be a customer. API keys and documentation are usually provided upon request through your account manager or the technical support team. The API allows developers to programmatically access and manipulate data within the White Cup platform.

Example API Code (Conceptual): Here is a conceptual Python example of how one might fetch customer data using a hypothetical White Cup API:

import requests
import json

API_KEY = 'your_white_cup_api_key'
API_ENDPOINT = 'https://api.whitecup.com/v1/customers'

headers = {
    'Authorization': f'Bearer {API_KEY}',
    'Content-Type': 'application/json'
}

params = {
    'limit': 10
}

response = requests.get(API_ENDPOINT, headers=headers, params=params)

if response.status_code == 200:
    customers = response.json()
    print(json.dumps(customers, indent=2))
else:
    print(f'Error: {response.status_code} - {response.text}')

White Cup Affiliate program

White Cup does not appear to have a public-facing affiliate or referral program listed on its website. This is common for B2B software companies that focus on high-touch, direct sales cycles for a niche enterprise market.

However, they may offer partnership opportunities for consultants, technology providers, or industry influencers. If you are interested in partnering with White Cup, the best approach is to contact their sales or marketing department directly through their official website to inquire about becoming a referral or reseller partner.